The China-Global South Podcast

India and China are cautiously rebuilding ties after years of confrontation, but normalization remains fragile. Recent high-level meetings have restored diplomatic momentum, yet unresolved territorial claims, persistent military deployments and deep strategic mistrust continue to constrain progress. Beyond the border, the two Asian powers face competing regional ambitions, an increasingly complex relationship with Washington and a deeply imbalanced trade relationship. India's dependence on Chinese industrial components complicates efforts to reduce economic vulnerabilities, while China's close partnership with Pakistan and India's expanding security ties across Southeast Asia reinforce their strategic rivalry. Ananth Krishnan, China Correspondent at The Hindu, joins Eric to examine the trajectory of India-China relations, including border negotiations, the impact of U.S. policy under Donald Trump, and the challenges of balancing economic interdependence with strategic competition. Show Notes: Substack: The India China Newsletter by Ananth Krishnan Ananth Krishnan's Book - India's China Challenge: A Journey through China's Rise The Hindu: Ananth Krishnan's Reporting for the Hindu 📌 Topics Covered in This Episode India-China Border Talks and Normalization Trump's Impact on India-China Relations China-Pakistan Ties and Regional Security Competition India-China Trade Imbalances and Supply Chain Dependence Join the Discussion: X: @ChinaGSProject | @eric_olander I @ananthkrishnan Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas

China's relationship with Venezuela has shifted from a cornerstone of its South American strategy to a visibly diminished partnership. After more than two decades of oil-backed lending, infrastructure investment, and strategic cooperation, Beijing has responded cautiously as U.S. control over Venezuelan oil assets displaces Chinese interests. The relationship now appears to occupy a gray zone: neither a full continuation of the pre-2026 partnership nor a formal rupture. China's limited response reflects the declining importance of Venezuela relative to Brazil, Peru, and Chile, while its remaining assets and longstanding interests give Beijing reasons to preserve a smaller presence. Andrea Freites, China researcher at the Millennium Nucleus on the Impacts of China in Latin America and the Caribbean, joins Eric to talk about the future of China-Venezuela relations, including Beijing's response to the political transition, the fate of Chinese oil interests, and the prospects for a smaller but enduring Chinese presence. 📌 Topics Covered in This Episode China's changing role in Venezuela The fate of Chinese oil interests Beijing's response to Maduro's removal The future of China-Venezuela relations Join the Discussion: X: @ChinaGSProject | @eric_olander I @afreitesh Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas

China is using a renewed diplomatic push to expand its room for maneuver as global power shifts. Xi Jinping's visits to the Shanghai Cooperation Organization, Central Asia, and Egypt reflect an effort to strengthen alternative governance forums while working within institutions China has benefited from. For much of the Global South, however, the choice is not between Washington and Beijing but maintaining relationships with both. That same "both-and" approach is emerging in technology. Chinese open-source AI models could gain traction across the Global South through lower costs, greater technological sovereignty, and established Chinese hardware and distribution networks. The result could be a more fragmented AI ecosystem in which Chinese technology becomes deeply embedded in local businesses and products. Andrew Polk, Co-Founder of Trivium China, joins Eric to examine China's evolving global strategy, including Xi's diplomacy, the India-China thaw and BRICS, and the growing competition between Chinese and U.S. AI in the Global South. 📌 Topics Covered in This Episode Xi Jinping's renewed diplomatic push and China's vision of a multipolar world Why the Global South is hedging between China and the United States BRICS, the SCO, and China's emerging alternative governance architecture The India-China thaw and growing competition across the Indian Ocean How Chinese AI could gain ground across Global South markets China's evolving role in global trade, technology, and the international order Join the Discussion: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas

China's growing commercial footprint across the Global South is creating new opportunities, but major knowledge gaps remain over how Chinese businesses build trust, negotiate, and form partnerships. Guanxi, institutional norms, and long-term relationships can matter as much as contracts and competitive pricing. At the same time, Chinese companies are still adapting unevenly to local cultures. Firms operating in Southeast Asia, Africa, and the Middle East increasingly recognize the value of local relationships and cultural knowledge, but many continue to prioritize speed and product specifications over local expectations. Sun Muyang, author of How Chinese Business Actually Works: 15 Themes on the Institutional, Historical, and Human Logic Beneath the Surface, joins Eric to discuss the logic of Chinese business, including guanxi and trust-building, competitive pricing, and Chinese companies' adaptation to Global South markets. Show Notes How Chinese Business Actually Works: 15 Themes on the Institutional, Historical, and Human Logic Beneath the Surface (English Edition) by Muyang SUN and Joyce XIE 📌 Topics Covered in This Episode Guanxi and Trust in Chinese Business The Hidden Logic Behind Chinese Business Practices Reading Chinese Business Signals Understanding Chinese Pricing and Competitiveness Chinese Companies Adapting to Global South Markets Practical Advice for Doing Business With China Join the Discussion: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: chinaglobalsouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas

China's influence in Africa's media landscape increasingly operates through content-sharing agreements, journalist training, paid placements, and support for local broadcasters. These "below-the-line" strategies give Chinese narratives a pathway into African newsrooms that extends well beyond the reach of traditional state outlets such as CGTN and Xinhua. But the push for greater Chinese influence raises a deeper question about decolonization. While Beijing presents its media engagement as an alternative to Western dominance, African journalists can be exposed to models of reporting that do not necessarily fit local political and social realities. At the same time, the shift toward social media makes the actual impact of these efforts increasingly difficult to measure. Emeka Umejei, a Senior Research Associate at the University of Johannesburg, joins Eric and Cobus to discuss the arguments from his book China in African Media: Between Influence Operations and Decolonization, content-sharing agreements, journalist training, and the future of African media independence. Show Notes China in African Media: Between Influence Operations and Decolonization by Emeka Umejei 📌 Topics Covered in This Episode China's evolving media influence across Africa The rise of content-sharing agreements with African news outlets Journalist training, media exchanges, and the spread of Chinese reporting models The tension between China's "decolonization" narrative and African media independence How Chinese economic engagement strengthens its media influence The shift toward social media and the uncertain impact of foreign media campaigns on African audiences Join the Discussion: X: @ChinaGSProject | @eric_olander I @stadenesque I @emekaumejei Facebook: www.facebook.com/ChinaAfricaProject YouTube: chinaglobalsouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas

China's growing appeal in the Global South is increasingly being shaped by everyday commercial experiences, not just diplomacy or cultural exports. Chinese phones, EVs, apps, infrastructure, entertainment, and consumer brands are becoming part of daily life, creating a form of familiarity that may prove more durable than social-media-driven fascination with China. But this commercial reach carries a major contradiction: the same low-cost Chinese products that benefit consumers can intensify pressure on local manufacturers. Across Southeast Asia, Africa, and elsewhere, governments are responding with tariffs and anti-dumping measures as Chinese firms challenge domestic industries and potentially constrain industrial upgrading. Lizzi C. Lee, fellow at the Asia Society Policy Institute's Center for China Analysis, and Zhuoning Li, a research intern at the Asia Society Policy Institute's Center for China Analysis, join Eric and Cobus to examine China's expanding commercial soft power, including the China-maxing trend, the role of diaspora communities, and the tension between consumer benefits and local industrial competition. Show Notes South China Morning Post: China's brands must outgrow diaspora bubble to hit soft power potential by Lizzi C. Lee and Zhuoning Li Foreign Affairs: How China Is Winning Friends and Influencing People by Eric Olander and Lizzi Lee 📌 Topics Covered in This Episode Why China is becoming more popular with young people The rise of the "China-maxing" trend How Chinese brands are building soft power Why Chinese products resonate across the Global South The role of Chinese diaspora networks How affordability is changing consumer markets Why Chinese brands can benefit consumers while hurting local industries Can China's commercial influence outlast the current trend? Join the Discussion: X: @ChinaGSProject | @eric_olander I @stadenesque I @wstv_lizzi I @AsiaPolicy Facebook: www.facebook.com/ChinaAfricaProject YouTube: chinaglobalsouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas

After the pandemic, as Chinese state-backed lending to developing countries largely dried up, critics declared the Belt and Road Initiative effectively dead. They were wrong. This year, China's financial engagement with BRI countries reached another record, driven by larger deals, private companies, green energy, and a growing focus on industrial development. Chinese firms are increasingly investing in processing, manufacturing, batteries, and other higher-value activities rather than focusing primarily on infrastructure and resource extraction. According to the latest data from the Green Finance & Development Center, BRI engagement reached its highest level for any first six months since the initiative launched in 2013. Christoph Nedopil, lead author of the report and a professor at the University of Queensland, joins Eric to discuss how the BRI is evolving, including changes in how projects are financed, where capital is deployed, and which industries are attracting Chinese investment. 📌 Topics Covered in This Episode 🌏 Record-breaking BRI engagement 💰 New financing models 🏗️ Return of mega-deals ⚡ Green energy expansion ⛏️ Shift from extraction to processing 🌍 Africa's BRI surge Show Notes: Green Development Finance Center: China's investment and construction engagement in the Belt and Road Initiative (BRI) 2026 H1 Financial Times: China pours funding into green energy deals as Iran war hits oil demand by Edward White Semafor: Chinese investments in Africa soar to $34 billion so far this year by Yinka Adegoke Join the Discussion: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas

China is expanding its space partnerships across the Middle East through satellites, navigation systems, technology transfer, and other forms of cooperation. Beijing tailors these partnerships to individual countries, while governments such as Egypt, Iran, and the UAE use Chinese cooperation to pursue their own technological and strategic interests. A new report in the Texas National Security Review, Choosing Orbits: China's Space Diplomacy in the Middle East, explores how regional agency, technological competition, and the broader U.S.-China rivalry are increasingly intersecting in space. Two of the article's authors, Lawrence Rubin, a professor at the Georgia Institute of Technology, and Lincoln Hines, an associate professor at Georgia Tech, join Eric to discuss how space is the new frontier in China's soft power diplomacy. 📌 Topics Covered in This Episode 🛰️ China's expanding space partnerships across the Middle East 🌍 Space diplomacy as a tool of Chinese influence 🇪🇬 Egypt's growing space and technology cooperation with China 🇦🇪 How the UAE balances China and the United States ⚔️ Dual-use satellites and the security implications of space technology 🇺🇸🇨🇳 U.S.-China competition over the future of space Show Notes: Texas National Security Review: Choosing Orbits: China's Space Diplomacy in the Middle East by Lawrence Rubin, Lincoln Hines & Dayana Alagirova South China Morning Post: For China and the Middle East, a Space Silk Road is written in the stars by Yang Xiaotong The Washington Institute for Near East Policy: China's Push for Satellite Cooperation in the Middle East by Henry Tugendhat Join the Discussion: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas

China and India are entering a cautious period of diplomatic re-engagement after years of confrontation, but deep strategic mistrust, unresolved border disputes, and competing security interests continue to define the relationship. Economic cooperation is gradually resuming even as political tensions remain unresolved. At the same time, shifting global power dynamics are reshaping the balance between Asia's two largest powers. Sushant Singh, a lecturer in South Asian studies at Yale University, joins Eric from New Delhi to explain how changing Chinese perceptions of India, evolving trade priorities, BRICS diplomacy, and the broader U.S.-China rivalry are creating new opportunities for engagement while reinforcing the structural challenges that make a lasting rapprochement difficult. 📌 Topics Covered in This Episode 🇨🇳 Why China's view of India is changing 🏔️ The slow thaw after the Galwan border crisis 🤝 Can trade recover despite political mistrust? 🌏 How U.S.-China rivalry is reshaping India-China ties 🌐 BRICS, the Quad, and Asia's evolving strategic landscape 🔮 What comes next for one of the world's most consequential relationships Show Notes: South China Morning Post: India and China revive Himalayan trade at high-altitude pass by Junaid Kathju The Diplomat: Why India Does Not Interest China by Akhilesh Pillalamarri East Asia Forum: China–India rapprochement is tactical, not strategic by Chietigj Bajpaee Join the Discussion: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas

There's growing optimism across Africa, Latin America, and Asia that abundant reserves of critical minerals like lithium, cobalt, and nickel can fuel a new era of economic development. Determined to avoid the "resource curse" that enriched foreign companies while leaving local populations behind, governments are increasingly moving to ban exports of raw ores and instead promote domestic processing and refining. It's an appealing strategy, but far more difficult to implement than many realize. Wei Shen and Anabel Marín, senior research fellows at the Institute of Development Studies in London, argue that processing alone won't transform resource-rich economies. In a new paper, they explain why lasting prosperity depends on building the knowledge, institutions, and technological capabilities needed to move up the value chain. They join Eric to discuss what it will really take for developing countries to turn critical mineral wealth into sustainable development. 📌 Topics Covered in This Episode Why critical minerals alone won't create prosperity Can resource nationalism break the resource curse? Why processing isn't enough to move up the value chain The role of knowledge and state capacity in development What China got right in building its mineral industry How developing countries can capture more value from critical minerals Show Notes: WATCH: Critical minerals and development: Breaking the structural impasse with Wei Shen and Anabel Marín Institute of Development Studies: China's role in critical mineral mining and its impacts by Wei Shen Institute of Development Studies: Living in a material world: What critical minerals mean for development by Wei Shen and Anabel Marín Join the Discussion: X: @ChinaGSProject | @eric_olander | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas

Two weeks ago, a PLA Navy submarine in the South China Sea test-fired a nuclear-capable intercontinental ballistic missile that flew 7,300 kilometers before splashing down in the South Pacific. The launch drew sharp criticism from several Pacific Island countries, whose leaders argued that it violated the region's longstanding identity as a nuclear-free zone. To be clear, the test did not violate international law or established norms. The United States, France, and other nuclear powers have conducted similar missile tests in the Pacific for decades. Even so, Zhang Denghua, a senior research fellow at the Australian National University's Department of Pacific Affairs and CGSP's non-resident fellow for the Pacific, argues that the launch could erode Beijing's hard-earned influence in the region. He joins Eric to discuss the strategic implications of the test, China's intensifying competition with traditional powers in the Pacific, and why Taiwan remains such a potent issue for Beijing in this part of the world. 📌 Topics Covered in This Episode China's unprecedented Pacific missile test Why Pacific leaders condemned the launch Australia's new Pacific security partnerships China's growing rivalry with regional powers Papua New Guinea closes Taiwan office What's next at the Pacific Islands Forum Show Notes: The China-Global South Project: What To Know About China's Recent Missile Test in the South Pacific by Zhang Denghua The China-Global South Project: How Pacific Island Nations Are Capitalizing on Major Power Rivalry by Zhang Denghua The China-Global South Project: Japan is Eyeing China's Moves in the Pacific by Zhang Denghua Join the Discussion: X: @ChinaGSProject | @eric_olander | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas